IWMPD
DOC

Integrated Wealth Management (Palm Desert)’s PHYSICIANS REALTY TRUST DOC Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$199K Hold
10,000
– – 0.07% 257
2016
Q4 		$190K Hold
10,000
– – 0.07% 241
2016
Q3 		$215K Hold
10,000
– – 0.08% 211
2016
Q2 		$210K Buy
+10,000
New +$192K 0.08% 209

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s DOC Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) held its PHYSICIANS REALTY TRUST (DOC) position steady in Q1 2017 at 10,000 shares worth $199K. The position accounts for 0.07% of the portfolio, ranked #257.

Integrated Wealth Management (Palm Desert) first reported a position in DOC in Q2 2016 and has held it in 4 quarters since. The position peaked at $215K in Q3 2016. 223 funds tracked by Wall St. Rank hold DOC as of Q1 2017.

  • Integrated Wealth Management (Palm Desert) held 10,000 shares of PHYSICIANS REALTY TRUST worth $199K as of Q1 2017.
  • Integrated Wealth Management (Palm Desert) left its PHYSICIANS REALTY TRUST share count unchanged in Q1 2017.
  • PHYSICIANS REALTY TRUST made up 0.07% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #257 holding.
  • Integrated Wealth Management (Palm Desert) first reported a position in PHYSICIANS REALTY TRUST in Q2 2016 and has held it in 4 quarters since.
  • Integrated Wealth Management (Palm Desert)'s PHYSICIANS REALTY TRUST position peaked at $215K in Q3 2016.
  • 223 funds tracked by Wall St. Rank held PHYSICIANS REALTY TRUST as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.